Inviting a New User to Expensify
In order for your team to use Expensify with your organization, you’ll need to invite them to your group workspace Navigate to the Members Area Log in to Expensify and…
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Adding a Credit Card to Pay Subscription Fees in Expensify
To use Expensify, you’ll need to enter the credit card you want to use to pay subscription fees. Add your Payment Card Navigate to Settings (gear icon) > Account >…
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Setting a Default Workspace in Expensify
All reports in Expensify belong to a Workspace. Expenses on a report are coded with categories and tags from that specific workspace. It’s a best practice to set a default workspace for…
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Merge Two Accounts in Expensify
If you have two Expensify usernames and want to combine them into one, you can merge them. Merging accounts combines all receipts, expenses, expense reports, invoices, bills, imported cards, secondary logins,…
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Connect and Assign Company Cards in Expensify
Domain control of company cards in Expensify allows you to connect to your credit card’s bank feed and assign each card’s activity to a user. Connect Credit Card Account Log…
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